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Wealthspire Advisors (Maryland)’s Oneok OKE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OKE Stock Details OKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,388
Closed -$205K – 466
2020
Q1 		$205K Sell
9,388
-839
-8% -$51.1K 0.02% 386
2019
Q4 		$774K Buy
10,227
+657
+7% +$47K 0.05% 213
2019
Q3 		$705K Buy
9,570
+283
+3% +$20K 0.05% 201
2019
Q2 		$639K Sell
9,287
-1,345
-13% -$90.7K 0.05% 215
2019
Q1 		$743K Buy
10,632
+1,158
+12% +$75K 0.06% 180
2018
Q4 		$511K Sell
9,474
-681
-7% -$42.3K 0.05% 217
2018
Q3 		$688K Sell
10,155
-4,959
-33% -$339K 0.06% 191
2018
Q2 		$1.05M Buy
15,114
+658
+5% +$42.4K 0.1% 124
2018
Q1 		$823K Buy
14,456
+6,690
+86% +$384K 0.08% 158
2017
Q4 		$415K Buy
7,766
+764
+11% +$40.8K 0.04% 295
2017
Q3 		$388K Buy
7,002
+3,915
+127% +$212K 0.04% 298
2017
Q2 		$161K Buy
3,087
+1,403
+83% +$72.6K 0.02% 528
2017
Q1 		$93K Buy
1,684
+127
+8% +$6.99K 0.01% 625
2016
Q4 		$89K Buy
1,557
+484
+45% +$25.4K 0.01% 617
2016
Q3 		$55K Sell
1,073
-2
-0.2% -$95 0.01% 750
2016
Q2 		$51K Sell
1,075
-761
-41% -$30.2K 0.01% 728
2016
Q1 		$55K Buy
1,836
+715
+64% +$17.6K 0.01% 681
2015
Q4 		$28K Buy
+1,121
New +$33.6K 0.01% 871

Other funds holding OKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OKE Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Oneok (OKE) in Q2 2020, closing a stake of 9,388 shares — an estimated $205K sold.

Wealthspire Advisors (Maryland) first reported a position in OKE in Q4 2015 and held it in 18 quarters. The position peaked at $1.05M in Q2 2018. 759 funds tracked by Wall St. Rank hold OKE as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Oneok position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,388 Oneok shares in Q2 2020, an estimated $205K.
  • Wealthspire Advisors (Maryland) first reported a position in Oneok in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Oneok position peaked at $1.05M in Q2 2018.
  • 759 funds tracked by Wall St. Rank held Oneok as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.